Charles D. Hyman’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $7.19M | Buy |
14,380
+145
| +1% | +$72.5K | 0.4% | 50 |
|
2024
Q1 | $6.84M | Buy |
14,235
+215
| +2% | +$103K | 0.38% | 50 |
|
2023
Q4 | $6.12M | Buy |
14,020
+52
| +0.4% | +$22.7K | 0.37% | 52 |
|
2023
Q3 | $5.49M | Buy |
13,968
+81
| +0.6% | +$31.8K | 0.36% | 52 |
|
2023
Q2 | $5.66M | Buy |
13,887
+118
| +0.9% | +$48.1K | 0.35% | 51 |
|
2023
Q1 | $5.18M | Buy |
13,769
+131
| +1% | +$49.3K | 0.35% | 54 |
|
2022
Q4 | $4.79M | Buy |
13,638
+13
| +0.1% | +$4.57K | 0.33% | 58 |
|
2022
Q3 | $4.47M | Sell |
13,625
-275
| -2% | -$90.3K | 0.34% | 55 |
|
2022
Q2 | $4.82M | Hold |
13,900
| – | – | 0.35% | 57 |
|
2022
Q1 | $5.77M | Hold |
13,900
| – | – | 0.36% | 54 |
|
2021
Q4 | $6.07M | Hold |
13,900
| – | – | 0.38% | 54 |
|
2021
Q3 | $5.48M | Hold |
13,900
| – | – | 0.38% | 53 |
|
2021
Q2 | $5.47M | Hold |
13,900
| – | – | 0.38% | 53 |
|
2021
Q1 | $5.06M | Sell |
13,900
-75
| -0.5% | -$27.3K | 0.37% | 55 |
|
2020
Q4 | $4.8M | Hold |
13,975
| – | – | 0.38% | 54 |
|
2020
Q3 | $4.3M | Sell |
13,975
-1,000
| -7% | -$308K | 0.38% | 54 |
|
2020
Q2 | $4.24M | Buy |
14,975
+19
| +0.1% | +$5.39K | 0.41% | 52 |
|
2020
Q1 | $3.54M | Hold |
14,956
| – | – | 0.44% | 54 |
|
2019
Q4 | $4.42M | Sell |
14,956
-20
| -0.1% | -$5.92K | 0.43% | 54 |
|
2019
Q3 | $4.08M | Sell |
14,976
-260
| -2% | -$70.9K | 0.43% | 56 |
|
2019
Q2 | $4.1M | Buy |
15,236
+51
| +0.3% | +$13.7K | 0.43% | 55 |
|
2019
Q1 | $3.94M | Sell |
15,185
-275
| -2% | -$71.4K | 0.41% | 60 |
|
2018
Q4 | $3.55M | Buy |
+15,460
| New | +$3.55M | 0.42% | 60 |
|